Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > ripon > SIERRA OCEAN, LLC
SIERRA OCEAN, LLC
521 N Wilma Avenue
Suite C
Ripon, California 95366
Tel: 209-232-7100
About SIERRA OCEAN, LLC
SIERRA OCEAN, LLC, formally registered with the SEC as SIERRA OCEAN, LLC. The firm was established in 05/04/2021. They have over 1 offices throughout the country.
SIERRA OCEAN, LLC is a Ripon, California based Financial Planning firm with nearly $395,076,030 assets under management, offering retirement planning & investment advisory services to 507 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313829 |
| SEC# | 801-121123 |
| Assets Managed by Firm | $395,076,030 |
| No. of Clients | 507 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 507 | $395,076,030 |
| Individuals (other than high net worth individuals) | 88 | $41,351,902 |
| High net worth individuals | 49 | $180,217,524 |
| Pension and profit sharing plans | 18 | $164,397,922 |
| Charitable organizations | Fewer than 5 clients | $9,108,682 |
More Retirement Planning firms in Ripon, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Ripon, California